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BlackRock Short Maturity Municipal Bond ETF

134 hedge funds and large institutions have $542M invested in BlackRock Short Maturity Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

343% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more funds holding

Funds holding: 114134 (+20)

8% more capital invested

Capital invested by funds: $503M → $542M (+$39.1M)

2.66% more ownership

Funds ownership: 84.07%86.72% (+2.7%)

4% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 45

Holders
134
Holders Change
+20
Holders Change %
+17.54%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
31
Increased
43
Reduced
45
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Belpointe Asset Management
Nevada
$628K +$33.8K +678 +6%
CA
77
Cetera Advisors
Colorado
$627K -$115K -2,297 -15%
DCM
78
Donaldson Capital Management
Indiana
$625K +$76.4K +1,533 +14%
KAS
79
Kestra Advisory Services
Texas
$611K +$119K +2,379 +24%
EFA
80
Evernest Financial Advisors
Indiana
$594K +$593K +11,883 New
AWM
81
AE Wealth Management
Kansas
$578K -$472K -9,456 -45%
MML Investors Services
82
MML Investors Services
Massachusetts
$548K +$25.7K +515 +5%
PA
83
Pineridge Advisors
Missouri
$530K +$528K +10,596 New
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$525K -$152K -3,044 -22%
VWA
85
VERITY Wealth Advisors
United States
$502K +$501K +10,038 New
Comerica Bank
86
Comerica Bank
Texas
$498K -$99.7K -2,000 -17%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$467K -$12.9K -258 -3%
CWAF
88
Core Wealth Advisors (Florida)
Florida
$457K
VNA
89
Valley National Advisers
Pennsylvania
$448K -$4.44K -89 -1%
KNFPWM
90
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$443K +$442K +8,855 New
CSI
91
Cross Staff Investments
New York
$400K +$399K +8,000 New
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
$399K
WAP
93
Wealthcare Advisory Partners
Pennsylvania
$396K +$4.29K +86 +1%
LF
94
Lantz Financial
Illinois
$390K -$73.8K -1,480 -16%
ECM
95
Evergreen Capital Management
Washington
$387K
ASN
96
Advisory Services Network
Georgia
$378K +$2.14K +43 +0.6%
ML
97
McAdam LLC
Pennsylvania
$376K +$116K +2,323 +45%
CW
98
CreativeOne Wealth
Kansas
$366K -$288K -5,785 -44%
AAS
99
Avantax Advisory Services
Texas
$365K +$71.3K +1,430 +24%
DADC
100
D.A. Davidson & Co
Montana
$364K +$119K +2,387 +49%